I no longer own SKT, as it was my only position where my thesis hadn't been proven (and hence, showed little to no CG... and my tax gains for the year were already substantial). I overspent my budget on the house purchase recently, so this had to go.
That said, my smallest position is now 8% of the portfolio... The largest closer to 30%.
I no longer own SKT, as it was my only position where my thesis...
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